+2,611.3%
LRCX vs RBA
+204.3%
+2,407.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.3% |
| 7D | +26.2% | -0.5% | +26.8% | +26.5% |
| 30D | -22.4% | +6.8% | -29.2% | -24.9% |
| 3M | -28.2% | +9.5% | -37.7% | -31.6% |
| 6M | -19.0% | -8.2% | -10.8% | -17.9% |
| YTD | +37.0% | -7.7% | +44.7% | +37.5% |
| 1Y | +45.5% | -6.9% | +52.4% | +45.4% |
| 3Y | +249.7% | +61.6% | +188.0% | +168.5% |
| 5Y | +293.9% | +44.7% | +249.1% | +205.0% |
| All | +2,611.3% | +204.3% | +2,407.0% | +1,185.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded RBA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling